Goals update – March 2015

I like to review the progress at least once a month to determine where I am with respect to meeting/achieving my goals.

These are the goals for 2015:

  • Invest at least $35,000
    • New investments in March amounted to $5,130.45. After a slow start to the year in January and February, I made up some lost ground in March through these purchases.
    • Total investments in 2015 so far equals $7,530.45 which amounts to about 21.51% of my goal. While March helped me catch up, I am still behind on the goal. With 25% of the year gone by, I have only achieved 21.51% of my goal. Hoping to be caught up by April.
  • Receive at least $2,500 in dividends
    • I received $261.00 in dividends in March. So far I have received $597.27 in dividends this year. This represents 23.89% of my annual goal.
    • Additional investments through the rest of the year and dividend increases will help me achieve this goal.
  • Achieve at least $3,200 in projected annual dividends
    • My projected annual dividends stand at $$2,569.29 at the end of March. That’s an increase of over $225 in a single month. This is definitely a nice improvement due to the new investments. Need to keep pace at the new investments to achieve this goal.
  • DO NOT have a portfolio of more than 45 stocks/ETFs
    • Currently hold 40 stocks/ETFs. I initiated one new position in National-Oilwell Varco, Inc (NOV) in March.

The goals page will be updated to reflect the progress.

4 thoughts on “Goals update – March 2015

  1. Thanks for the update, DGJ. Looks like you are well on track. Congrats on achieving 23.89% of your dividends – im sure the dividend raises and new capital will take you over the 100% mark over the next three quarters.

    Best wishes

    • Thanks R2R. Yup. With the March surge in dividends, I am closer to the goal. But with BBL’s dividend being bi-annual and DIS’s annual dividend, I am short by a larger margin. But should be able to catch up with new investments and raises.


  2. Great timing on that PM buy… I’m sure you were pumped today when they rallied 9%, I sure was!

    Seems like you are well on your way to accomplishing your goals, thats awesome.

    Looking forward to seeing you beat your goals now!

    • Thanks ADD. It seems to be a good timing with the PM purchase even though the stock jumped 9% from below my purchase price. My overall PM position is just up slightly due to earlier purchases at higher prices.
      But I am happy nevertheless and looking forward to a reasonable dividend increase.


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